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Portfolio (Quarterly) Guide ↗

Raleigh Capital Management Inc.

· CIK 0001911726
13F Portfolio $290M AUM 775 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 306 New 216 Added 159 Reduced 34 Exited
Page 36 of 39  ·  775 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 EHC ENCOMPASS HEALTH CORP Healthcare $29.0 NEW
702 MSI MOTOROLA SOLUTIONS INC Technology $29.0 NEW
703 SPIB SPDR SERIES TRUST 1.0 $29.0 -27.0 -96.4% $29.00 +15.6%
704 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 3.0 $28.0 -1.0 -25.0% $9.33 +18.0%
705 PB PROSPERITY BANCSHARES INC Financial Services $28.0 NEW
706 CBSH COMMERCE BANCSHARES INC Financial Services 1.0 $27.0 $27.00 +114.0%
707 JBL JABIL INC Technology $27.0 -100.0%
708 KBR KBR INC Industrials 1.0 $27.0 $27.00 +23.6%
709 PPC PILGRIMS PRIDE CORP Consumer Defensive 1.0 $25.0 $25.00 +14.4%
710 WSO WATSCO INC Industrials $25.0 NEW
711 ROK ROCKWELL AUTOMATION INC Industrials $24.0 NEW
712 TRGP TARGA RES CORP Energy $24.0 NEW
713 FLRG FIDELITY COVINGTON TRUST 1.0 $23.0 NEW $23.00 +75.2%
714 NUE NUCOR CORP Basic Materials $23.0 -100.0%
715 IWO ISHARES TR $22.0 NEW
716 RS RELIANCE INC Basic Materials $22.0 NEW
717 WTS WATTS WATER TECHNOLOGIES INC Industrials $22.0 NEW
718 TT TRANE TECHNOLOGIES PLC Industrials $22.0 NEW
719 RWX SPDR INDEX SHS FDS 1.0 $20.0 $20.00 +35.7%
720 GNTX GENTEX CORP Consumer Cyclical 1.0 $19.0 $19.00 +35.0%
Page 36 of 39  ·  775 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.6%
Technology 16.7%
Healthcare 10.8%
Consumer Defensive 9.3%
Communication Services 7.9%
Energy 7.6%
Utilities 7.5%
Industrials 6.6%
Consumer Cyclical 5.7%
Real Estate 5.0%